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ABOUT FINANCIAL PERSPECTIVES (FP)

FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER™, CFP® Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS). FP was the original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training).

With more than 18 years of training experience, FP has conducted the CFP® Certification Education Program to more than 15,000 students in Singapore, India, Indonesia, Brunei and Malaysia. To date, FP remains the market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore... Read More

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Retirement Planning Workshop by Ronald Wong

Mr. Ronald Wong is conducting a workshop - "Retirement Wealthy, Healthy and Happy!" on 30 June 2016 for a group of around 50 participants. This workshop is designed to inform the consumers on how to better prepare for a more secured retirement.

Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong

November 17, 2014 at 10:17am

For Immediate Release

Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong

Singapore (18th November 2014) - Financial Perspectives Pte Ltd (FP), one of FPAS’ Approved Education Provider for the CFP® Certification Education Program, today announced that its shares have been bought over by Mr. Ronald Wong.

The acquisition was completed on 22nd September 2014 and FP simultaneously entered into a new contract with the Financial Planning Association of Singapore (FPAS) to continue offering CFP® Certification Education Program.

Mr. Wong stated “I am delighted to have the opportunity to acquire FP and would like to acknowledge the goodwill and support of FPAS without which this transaction would not be possible.”

FP would also like to take this opportunity to sincerely thank all our associates, corporate clients and students who have all supported us since the company was established in 1999. We appreciate your trust in FP in the last 15 years and hope you will continue supporting us to assist in achieving your personal/company training goals and attaining the AFPCM, AWPCM & CPF® Certifications respectively.

Mr. Wong will serve as the Managing Director of FP. Ms. Sharon Teo will continue to be the Course Manager and Ms. Zoe Yuan will continue in her role as Marketing Manager. The existing team of lecturers will be retained, some of who have vast experience teaching the CFP® Certification Education Program.

Mr. Wong further stated “we intend to bring a renewed passion to the business. I believe this acquisition will be beneficial to our stakeholders. As a lecturer with FP for over the past five years, I have developed a strong passion for the advancement of financial literacy and professional education and development and we intend to further improve the overall quality of the training provided. With the continued support of FPAS, our corporate partners, alumni and students, we will continue the good work and we hope to lead FP to even greater glory.”

Thank you.

Warmest regards,

Financial Perspectives Pte Ltd

Disclaimer:

CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

Testimonial

Ronald is light-hearted in the way he teaches and he brings laughter to many, despite long evening classes, i.e. 3.5 hours. He always relaxes and reassures all of us 'how to fail?' in a joyous manner, knowing it is going to be a challenging paper encompassing all curriculum of first 5 CFP Modules.

His ability to focus on 'key-appearing' areas and summarizes them for us helps tremendously. In fact, i counted on this, more than revising first 3 modules i cleared before 2009. And, i must admit, it is very much 'hopeful' trying to re-study all textbooks page to page. What is also unique to Ronald's is, everyone have many firing rounds to practise Mock Exam Paper, prepared by himself of course, real time, i.e. like role-play, during the class, so that we've gotten a good feel of how to properly and effectively manage our time in the real sitting, as he emphasizes a lot, like a broken record.

As a practitioner himself, Ronald shared with us what are the common pitfalls advisers tend to make, addressed field issues encountered by learners at work, as well as kept everyone ahead of recent developments in the industry. "It is not just about passing the exam." he said.

I've happily attended all Ronald's class and i am very much thankful for having enjoyed all his 'lectures' =)) Seriously, if you want to do well for Module 6, with the least number of trials, i think, it is better to find out from him how.

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CFP®, CERTIFIED FINANCIAL PLANNERTM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

Financial Perspective Pte Ltd does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and marks. CFP certification is granted only by FPSB and FPAS to those persons who, in addition to completing an education requirement such as the program offered by this FPAS approved education provider, have met the ethics, experience and examination requirements.